Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EDUT 6.34%
2 MID 4.08%
3 RISN 3.24%
4 BKWO 1.76%
5 NBSM 1.64%
6 PFUT 1.45%
7 PSL 1.40%
8 SMAP 1.40%
9 FSGS 1.02%
10 RNSC 1.02%
11 CGMM 0.91%
12 BAFE 0.68%
13 NUSC 0.62%
14 JHSC 0.59%
15 MMSC 0.58%
16 LSEQ 0.55%
17 FXD 0.52%
18 TMSL 0.52%
19 FDWM 0.51%
20 FNY 0.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.30M (9.39%) -88.32K
Decreased by -1.67%
Jun 30, 25
2 JPMorgan Chase & Co 4.39M (7.78%) 845.39K
Increased by +19.25%
Mar 31, 25
3 BlackRock Inc 3.44M (6.09%) 42.78K
Increased by +1.25%
Mar 31, 25
4 Kayne Anderson Rudnick Investment Management LLC 3.20M (5.67%) 95.86K
Increased by +3.00%
Mar 31, 25
5 Massachusetts Financial Services Company 2.47M (4.37%) -122.88K
Decreased by -4.98%
Jun 30, 25
6 Brown Advisory Holdings Inc 2.33M (4.13%) -134.77K
Decreased by -5.78%
Mar 31, 25
7 T. Rowe Price Investment Management,Inc. 2.23M (3.95%) -1.74M
Decreased by -78.04%
Jun 30, 25
8 T. Rowe Price Associates, Inc. 1.98M (3.51%) -832.85K
Decreased by -42.01%
Sep 30, 24
9 Artisan Partners Limited Partnership 1.80M (3.19%) 168.89K
Increased by +9.40%
Jun 30, 25
10 William Blair Investment Management, LLC 1.45M (2.56%) -764.98K
Decreased by -52.90%
Jun 30, 25
11 Capital World Investors 1.38M (2.44%) 17.97K
Increased by +1.30%
Jun 30, 25
12 Durable Capital Partners LP 1.31M (2.32%) -3.00M
Decreased by -229.32%
Dec 31, 24
13 Neuberger Berman Group LLC 1.28M (2.26%) 76.60K
Increased by +6.00%
Mar 31, 25
14 BAMCO Inc 1.25M (2.22%) -309.08K
Decreased by -24.72%
Mar 31, 25
15 Goldman Sachs Group Inc 1.17M (2.08%) 556.92K
Increased by +47.55%
Jun 30, 25
16 State Street Corp 999.55K (1.77%) -25.99K
Decreased by -2.60%
Mar 31, 25
17 Geode Capital Management, LLC 979.86K (1.74%) 50.32K
Increased by +5.14%
Mar 31, 25
18 State Street Corporation 959.38K (1.70%) 3.81K
Increased by +0.40%
Mar 31, 24
19 Dimensional Fund Advisors, Inc. 932.52K (1.65%) 54.46K
Increased by +5.84%
Jun 30, 25
20 Conestoga Capital Advisors, LLC 858.01K (1.52%) 541.44K
Increased by +63.10%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.84M (3.25%) 1.49K
Increased by +0.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.81M (3.20%) -38.09K
Decreased by -2.11%
Jul 31, 25
3 MFS Mid Cap Growth A 1.71M (3.02%) -125.07K
Decreased by -7.33%
Jun 30, 25
4 MFS Mid Cap Growth Equity 1.71M (3.02%) -125.07K
Decreased by -7.33%
Jun 30, 25
5 Vanguard Small Cap Index 1.39M (2.46%) -8.48K
Decreased by -0.61%
Jul 31, 25
6 American Funds SMALLCAP World A 1.18M (2.09%) -5.09K
Decreased by -0.43%
Jun 30, 25
7 T. Rowe Price Mid-Cap Growth 844.10K (1.50%) -600.00
Decreased by -0.07%
Jun 30, 25
8 T. Rowe Price US Mid-Cap Growth Equity 844.10K (1.50%) -628.44K
Decreased by -74.45%
Jun 30, 25
9 JPM US Mid Cap Growth-MA 832.41K (1.48%) 514.31K
Increased by +61.79%
Sep 30, 23
10 T. Rowe Price US Mid-Cap Value Equity 811.32K (1.44%) -509.99K
Decreased by -62.86%
Sep 30, 24
11 Vanguard Small Cap Growth Index Inv 783.57K (1.39%) -1.14K
Decreased by -0.15%
Jul 31, 25
12 JPM US Mid Cap Growth-Composite 778.80K (1.38%) -230.77K
Decreased by -29.63%
Jun 30, 25
13 JPMorgan Mid Cap Growth I 778.80K (1.38%) -230.77K
Decreased by -29.63%
Jun 30, 25
14 Baron Opp. Small Cap Growth Strategy 725.00K (1.28%) 0.00
Increased by 0.00%
Jun 30, 25
15 Baron Small Cap Retail 725.00K (1.28%) 0.00
Increased by 0.00%
Jun 30, 25
16 Neuberger Berman Genesis Inv 708.84K (1.26%) -27.14K
Decreased by -3.83%
Jun 30, 25
17 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 694.97K (1.23%) -52.61K
Decreased by -7.57%
Jun 30, 24
18 T. Rowe Price Glb Focused Growth Equity 672.42K (1.19%) 117.30K
Increased by +17.44%
Dec 31, 23
19 T. Rowe Price Global Focused Gr Eq Pool 672.42K (1.19%) 117.30K
Increased by +17.44%
Dec 31, 23
20 T. Rowe Price Global Stock 672.42K (1.19%) 117.30K
Increased by +17.44%
Dec 31, 23